ALIGNMENT #2: MAINTENANCE PHASE
OUR SERVICES.
ALIGNMENT #1: ONBOARDING PHASE
DIAGNOSTIC REVIEW
Discovery Call
Needs Assessment
LIFT PACKAGE
QBO Setup / Onboarding
Cleanup/Catch-up Projects
Migration Projects
STARTER PACKAGE
Transaction Categorizations (up to 75 transactions/mo)
Bank / Credit Card Reconciliations (1 account)
Simple Financial Reporting
GROWTH PACKAGE
Transaction Categorizations (76-200 transactions/mo)
Bank / Credit Card Reconciliations (up to 4 accounts)
Financial Reporting (+ basic insights)
$200-$350/mo
$200-$350/mo
ALIGNMENT #3: ADVISORY PHASE
FINANCIAL INSIGHTS PACKAGE
Maintenance Phase options
Cash Flow Insights
Quarterly Budgeting & Forecasting
Key Performance Indicators (KPIs)
Priority Support
+MAINTENANCE ADD-ONS:
Additional Financial Reports (as desired) | 1099 Filing | Accounts Payable/Accounts Receivable (AP/AR) | QBO Payroll Management | Payroll Reconciliations (3rd Party), Sales Tax Setup, Form 990 Filing (nonprofits)
ALL INCLUSIVE SERVICES
Fiscal Year-End Close / CPA Collaboration
Receipt Capture Workflow
QBO Subscription ProAdvisor Preferred Pricing Options
Mailchimp Automation and Marketing Software Subscription ProAdvisor Discount Options
BUSINESS GOALS
Generally Accepted Accounting Principles (GAAP)
Responsive Support Provided
Clear Documentation Supplied
Committment to Excellence
* Listed prices are minimum amounts only. Prices may vary depending on size and complexity of your business. Book a free consultation below or call us directly at (843) 825-8925 for an exact quote.